BWM - Issue # 28 - August 20, 2023

Healthcare, Golf, Feta, Shorting, Earnings, Lots of Gaming, Banks, International Markets, Software, Bonds, couple of interviews, and other things to munch on...

Welcome to the twenty eighth edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

Why We Don't Own Coupang Stock -- CPNG 0.00%↑ -- Write Up

CVS Health -- CVS 0.00%↑ -- Write Up

Repligen -- RGEN 0.00%↑ -- Write Up

Xpel -- XPEL 0.00%↑ -- Write Up

Learning from Tractor Supply Company -- TSCO 0.00%↑ -- Write Up

Xylem Inc. -- XYL 0.00%↑ -- Write Up

Johnson & Johnson: Odd Lot “Arbitrage” Opportunity -- JNJ 0.00%↑ -- Write Up

Healthcare Arb Winds Down -- KVUE 0.00%↑ -- Write Up

OneWater Marine Inc. -- ONEW 0.00%↑ -- Write Up

Lee Enterprises -- LEE 0.00%↑ -- Write Up

Short Idea: AURC-US (Better Mortgage) -- AURC 0.00%↑ -- Write Up

Crocs -- CROX 0.00%↑ -- Write Up

Amazon -- AMZN 0.00%↑ -- Write Up

FICO - Boring and Excellent -- FICO 0.00%↑ -- Write Up

Vale Bonds -- VALE 0.00%↑ -- Write Up

ASML Holding Deep Dive -- ASML 0.00%↑ -- Write Up

Gypsum Management & Supply -- GMS 0.00%↑ -- Write Up

Booking Holdings -- BKNG 0.00%↑ -- Write Up

Freedom Holding Corp -- FRHC 0.00%↑ -- Write Up

Archer Aviation, Inc -- ACHR 0.00%↑ -- Write Up

Apple Inc -- AAPL 0.00%↑ -- Others

Alphabet, thoughts post Q2 -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others

ANSYS INC -- ANSS 0.00%↑ -- Others

SmartRent - Accounting vs. Reality -- SMRT 0.00%↑ -- Others

United-Guardian: Patience Is the Game -- UG 0.00%↑ -- Others

The Walt Disney Company -- DIS 0.00%↑ -- Others

The Trade Desk -- TTD 0.00%↑ -- Others

Uber -- UBER 0.00%↑ -- Others

$ Zoom: Assessment of Enterprise, Competition,Valuation -- ZM 0.00%↑ -- Write Up $

$ Onfolio Holdings - Buy Thesis -- ONFO 0.00%↑ -- Write Up $

$ AerSale -- ASLE 0.00%↑ -- Write Up $

$ Sega Sammy -- $SGAMY , $6460 -- Write Up $

Ashmore Plc: Not Another UK Financial -- $ASHM.L -- Write Up

CDON: Sweden’s Everything Store -- $CDON -- Write Up

Transense Technologies -- $TRT.L -- Write Up

Sapporo Clinical Laboratory Inc -- $TYO.9776 -- Write Up

Italmobiliare -- $ITM.BIT -- Write Up

BARCO N.V. -- $EBR:BAR -- Write Up

Haier Smart Home ADR -- $HSHCY -- Write Up

Orezone Trade -- $ORE.T -- Others

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Promotion

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Company “Deep Dives” via Audio/Video Formats

Take-Two Interactive: GTA and NBA 2K -- TTWO 0.00%↑ -- Podcast

TSOH Weekly #3: Comcast -- CMCSA 0.00%↑ -- Podcast

RH: From Near Bankruptcy to Multi-Billion Dollar -- RH 0.00%↑ -- Podcast

VeriSign -- VRSN 0.00%↑ -- Podcast

Planet Labs -- PL 0.00%↑ -- Podcast

Microsoft:AI and Geopolitics -- MSFT 0.00%↑ -- Podcast

Nubank: David vs Goliaths -- NU 0.00%↑ -- Podcast

Disney (Hulu) -- DIS 0.00%↑ -- Podcast

AutoZone -- AZO 0.00%↑ -- Podcast

Roblox -- RBLX 0.00%↑ -- Podcast

Constellation Software: Altera Acquisition Analysis -- $CNSWF -- Podcast

Balenciaga -- $PPRUY -- Podcast

Nintendo -- $NTDOY -- Podcast

Thesis on Keurig Dr Pepper -- KDP 0.00%↑ -- YouTube

Hologic Stock: Diagnosing Potential Problems -- HOLX 0.00%↑ -- YouTube

Hormel Foods Stock: Compounding Profits & Calories -- HRL 0.00%↑ -- YouTube

Ryman Hospitality Properties -- RHP 0.00%↑ -- YouTube

Rubicon Organics -- $ROMJ -- YouTube

Grown Rogue -- $CSE: GRIN -- YouTube

Tiny Ltd -- $TINY.V -- YouTube

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Links

Top 20 book recommendations by

Asian Century Stocks

Life Is a Walk - Santa Fe by

The Intellectual Investor

Investor Spotlight by

Hourglass Investing

Hurdle Rate Unit Trust Master Document by

Hurdle Rate

Letter #109: Ryan O'Connor (2020) by

A Letter a Day

The Real Fetaverse by

Sofokleous Street

The Future of Payments: Understanding the Payment Stack by

StockOpine’s Newsletter

Back To The Grass by

Investing 101

An interview with Brian Bares by

Value Investing World

Portfolio activity and latest thoughts: $BABA, $WOSG, $CNX, $OXY, $MO, $BRK by Hidden Value Gems

What I Learned Missing Out on a 3,647% Gain by

Canadian Dividend Investing

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Podcasts+

Knowledge compounds, keep on munching!

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P.S. Don’t forget to ❤️ if you enjoyed it.